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State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
EPG Wealth Management
Georgia
$2.15K -$2.35K -43 -51%
HCP
502
Hexagon Capital Partners
Arkansas
$2.1K – – –
Bank of Montreal
503
Bank of Montreal
Ontario, Canada
$1.94K +$1.91K +35 New
Citigroup
504
Citigroup
New York
$840 -$219 -4 -20%
William Blair & Company
505
William Blair & Company
Illinois
$315 +$328 +6 New
BNP Paribas Financial Markets
506
BNP Paribas Financial Markets
France
$210 -$2.79K -51 -93%
TAIM
507
TD Ameritrade Investment Management
Nebraska
– -$61.3M -1,126,375 Closed
VAG
508
VisionPoint Advisory Group
Texas
– -$26.3M -483,646 Closed
HWM
509
Horizon Wealth Management
Illinois
– -$23.2M -425,903 Closed
AWA
510
Arete Wealth Advisors
Illinois
– -$7.85M -144,181 Closed
PG
511
Prostatis Group
Maryland
– -$93K -92,976 Closed
AT
512
American Trust
Kentucky
– -$874K -30,882 Closed
LFPWM
513
Leicht Financial Planning & Wealth Management
New Jersey
– -$1.65M -30,226 Closed
CA
514
Calton & Associates
Florida
– -$1.6M -29,472 Closed
VWA
515
V Wealth Advisors
Kansas
– -$1.09M -19,932 Closed
SHJ
516
Sharkey, Howes & Javer
Colorado
– -$1.05M -19,275 Closed
Simplex Trading
517
Simplex Trading
Illinois
– -$770K -14,145 Closed
DA
518
Detalus Advisors
Missouri
– -$535K -9,825 Closed
ISWM
519
Independent Solutions Wealth Management
New York
– -$475K -8,726 Closed
CG
520
Cutler Group
California
– -$470K -8,607 Closed
MG
521
Mather Group
Illinois
– -$242K -4,453 Closed
OWA
522
One Wealth Advisors
California
– -$230K -4,227 Closed
YIH
523
Y-Intercept (HK)
Hong Kong
– -$215K -3,949 Closed
OPPS
524
Obsidian Personal Planning Solutions
Maryland
– -$209K -3,832 Closed
GW
525
GW & Wade
Massachusetts
– -$206K -3,789 Closed